SSG
CTRA

Summit Securities Group’s Coterra Energy CTRA Stock Holding History

Summit Securities Group’s Portfolio CTRA Stock Details CTRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-9,000
Closed -$232K – 967
2022
Q2 		$232K Buy
+9,000
New +$273K 0.03% 278
2021
Q4 		– Sell
-203
Closed -$442K – 830
2021
Q3 		$442K Buy
+203
New +$3.48K 0.03% 429

Other funds holding CTRA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HEIP
Hudson Edge Investment Partners Jersey City, New Jersey $732M AUM 23.32% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM

Summit Securities Group's CTRA Position: Q2 2026 in Review

Summit Securities Group sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 125 shares — an estimated $4.39K sold.

Summit Securities Group first reported a position in CTRA in Q4 2021 and held it in 13 quarters. The position peaked at $1.03M in Q4 2022. 6 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Summit Securities Group reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 125 Coterra Energy shares in Q2 2026, an estimated $4.39K.
  • Summit Securities Group first reported a position in Coterra Energy in Q4 2021 and held it in 13 quarters.
  • Summit Securities Group's Coterra Energy position peaked at $1.03M in Q4 2022.
  • 6 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.